The Retirement Solution LLC

Item 5: Fees and Compensation
        Method of compensation and fee schedule
         TRS generally charges fixed fees for its advisory services. Fees are determined and agreed
         upon prior to entering into the applicable client agreement and may vary based on the
         nature and complexity of the services provided, the scope of the client relationship, and the
         terms of the applicable agreement. TRS does not currently charge advisory fees based on
         a percentage of assets under management. Clients should review their applicable
         agreement for the specific fee applicable to their relationship.
         ONE-TIME FINANCIAL PLANNING AND CONSULTING
         TRS enters into a written agreement with each of its financial planning and consulting clients
         that explains the services to be performed and provides an estimate of the cost to complete
         the service. Fixed fees are determined and agreed to before beginning the planning
         process, based on our estimate of the time, complexity of the various parts of the plan, and
         needs of each client. Fees are paid upon delivery of the specific work product. Client may
         cancel at any time prior to delivery of the plan with no obligation. TRS reserves the
         right to reduce or waive planning and consulting fees for family, employees of TRS and its
         affiliated companies, and some non- family members.
         TRS, its representatives, or any of its employees, will disclose to the clients any material
         conflicts of interest.
         Our financial planning services are available to all our clients on a fixed fee basis. Clients
         that desire one-time financial planning services will enter into a written agreement with us
         that explains the services to be performed. Fees are determined and agreed upon prior to
         entering into the agreement. TRS, at its sole discretion, may waive and/or charge a lesser
         fee or billing frequency based upon certain criteria (e.g., historical relationship, type of
         assets, anticipated future earning capacity, anticipated future additional assets, dollar
         amounts of assets to be managed, related accounts, account composition, negotiations
         with clients, etc.)

         ONGOING FINANCIAL PLANNING & SERVICE
         TRS also offers financial planning with ongoing services with additional applicable fees.
         Specific service offerings, definitions, and fee amounts are contained within a separately
         executed The Retirement Club Agreement.
         Clients that desire ongoing financial planning services will enter into a written agreement
         with us that explains the services to be performed. Fees are determined and agreed upon
         prior to entering into the agreement. TRS, at its sole discretion, may waive and/or charge
         a lesser fee or billing frequency based upon certain criteria (e.g., historical relationship,
         type of assets, anticipated future earning capacity, anticipated future additional assets,
         dollar amounts of assets to be managed, related accounts, account composition,
         negotiations with clients, etc.)
         Our ongoing service fees are paid by our Clients monthly in advance, at the beginning of
         the service period. These fees may be paid through a direct deduction from your TRS
         managed investment accounts or through other payment methods as specified in The
         Retirement Club Agreement such as credit card, debit card, or ACH. See Client payment of
         fees section for additional information.
         ASSET MANAGEMENT
         TRS offers both discretionary and non-discretionary asset management services to
         advisory clients. Clients who engage TRS for asset management services are generally
         charged a fixed fee according to the applicable client agreement, including The Retirement
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         Club Agreement, as applicable.
         TRS does not currently charge advisory fees based on a percentage of assets under
         management. TRS, at its sole discretion, may waive, reduce, or adjust fees or billing
         frequency based upon certain criteria, including the nature and scope of the client
         relationship, services provided, historical relationship, account composition, servicing
         needs, or negotiations with clients. TRS has waived or reduced fees for family members,
         employees of TRS and its affiliated companies, and some non-family members.
         Fees are fully disclosed to the client in the written agreement entered into with TRS. Fees
         may be paid through direct deduction from a TRS-managed investment account, credit
         card, debit card, ACH, or another payment method approved by TRS and specified in the
         client agreement. If the client chooses to have fees directly deducted from an investment
         account, the client will provide written authorization, the custodian will provide account
         statements at least quarterly, and TRS will provide an invoice or other fee notice as
         required.
         In cases when the advisory agreement does not span the full billing period, fees are prorated
         from the date of inception or through the date of termination and refunded to the client. The
         Advisor or client may terminate the investment advisory agreement at any time with a 30-
         day written notice to the advisor at their main office:
                                       The Retirement Solution LLC
                                      18300 Redmond Way, Suite 250
                                          Redmond, WA 98052

         Lower fees for comparable services may be available from other sources.

         ADDITIONAL SERVICES AND FEES

         Certain services offered by TRS, including estate planning coordination services and
...

Item 7: Types of Clients Description
         TRS generally provides investment advice to individuals, trusts, estates, and corporations or
         other business entities.
         Client relationships vary in scope and length of service.
         Account minimums
         TRS does not currently impose a minimum account size to open or maintain an account.